How much power the AI campuses Epoch AI tracks have, as Epoch estimates it.
- ① Crown Castle — Crown Castle reports Q3 2026; raises 2026 Adjusted EBITDA outlook
- ② Dell Technologies — Dell 8-K: General Counsel Rothberg to retire; Garcia named chief legal officer
- ③ Atkore — Atkore: 9 insiders dispose of shares at $95.00 in Prysmian merger
Epoch AI · daily · since 22 Oct 2026
we gathered it
Epoch estimates the AI campuses it tracks hold the equal of 228 Nvidia H100 chips.
Epoch AI's estimate of the chips at each campus, counted as how many Nvidia H100s would match their 8-bit computing power. A rule of thumb on paper, not a count of chips (CC BY 4.0).
| Day | H100e | Change |
|---|---|---|
| 2026-10-22 | 228 | |
| 2026-10-21 | 228 | — |
| Day | Company | What |
|---|---|---|
| 2026-10-23 | Crown Castle | 2026-Q3 numbers |
| 2026-10-23 | GE Vernova | 2026-Q3 numbers |
| 2026-10-26 | Comfort Systems USA | 2026-Q3 numbers |
| 2026-10-26 | Digital Realty Trust | 2026-Q3 numbers |
| 2026-10-26 | Vertiv Holdings | 2026-Q3 numbers |
| 2026-10-29 | American Tower | 2026-Q3 numbers |
| 2026-10-29 | Carrier Global | 2026-Q3 numbers |
| 2026-10-29 | Corning | 2026-Q3 numbers |
| 2026-10-30 | Caterpillar | 2026-Q3 numbers |
| 2026-10-30 | Equinix | 2026-Q3 numbers |
| 2026-10-30 | Generac Holdings | 2026-Q3 numbers |
| 2026-10-30 | Hubbell | 2026-Q3 numbers |
- 2026-10-23Crown Castle
2026-Q3 numbers
- 2026-10-23GE Vernova
2026-Q3 numbers
- 2026-10-26Comfort Systems USA
2026-Q3 numbers
- 2026-10-26Digital Realty Trust
2026-Q3 numbers
- 2026-10-26Vertiv Holdings
2026-Q3 numbers
- 2026-10-29American Tower
2026-Q3 numbers
- 2026-10-29Carrier Global
2026-Q3 numbers
- 2026-10-29Corning
2026-Q3 numbers
- 2026-10-30Caterpillar
2026-Q3 numbers
- 2026-10-30Equinix
2026-Q3 numbers
- 2026-10-30Generac Holdings
2026-Q3 numbers
- 2026-10-30Hubbell
2026-Q3 numbers
What happened
the numbered ones are marked on the chart| Day | Company | What happened | Where we read it |
|---|---|---|---|
| ①2026-10-21 | Crown Castle | Crown Castle reports Q3 2026; raises 2026 Adjusted EBITDA outlook | agent:company-events · SEC EDGAR 8-K |
| ②2026-10-21 | Dell Technologies | Dell 8-K: General Counsel Rothberg to retire; Garcia named chief legal officer | agent:company-events · SEC EDGAR 8-K |
| ③2026-10-21 | Atkore | Atkore: 9 insiders dispose of shares at $95.00 in Prysmian merger | agent:company-events · SEC EDGAR Form 4 |
| 2026-10-20 | Super Micro Computer | 8-K: Supermicro preliminary Q1 FY2027 revenue $18.5bn-$19.5bn | agent:company-events · SEC EDGAR 8-K |
| 2026-10-20 | Oklo | Form 4 cluster: 3 Oklo insiders report 6,882 RSUs settled and 3,047 shares sold, 13-19 Oct 2026 | agent:company-events · SEC EDGAR Form 4 |
| 2026-10-19 | Ciena | Form 4s: 4 executives sold 10,494 shares under Rule 10b5-1 plans, 1-15 Oct 2026 | agent:company-events · SEC EDGAR Form 4 |
| 2026-10-19 | Applied Digital | Form 4s: 3 insiders, purchases, one sale and RSU vest, 10-16 Oct 2026 | agent:company-events · SEC EDGAR Form 4 |
| 2026-10-19 | Applied Digital | Form 4 cluster: 3 Applied Digital insiders report purchases and a sale, 13-16 Oct 2026 | agent:company-events · SEC EDGAR Form 4 |
- ① 2026-10-21Crown Castle
Crown Castle reports Q3 2026; raises 2026 Adjusted EBITDA outlook
- ② 2026-10-21Dell Technologies
Dell 8-K: General Counsel Rothberg to retire; Garcia named chief legal officer
- ③ 2026-10-21Atkore
Atkore: 9 insiders dispose of shares at $95.00 in Prysmian merger
- 2026-10-20Super Micro Computer
8-K: Supermicro preliminary Q1 FY2027 revenue $18.5bn-$19.5bn
- 2026-10-20Oklo
Form 4 cluster: 3 Oklo insiders report 6,882 RSUs settled and 3,047 shares sold, 13-19 Oct 2026
- 2026-10-19Ciena
Form 4s: 4 executives sold 10,494 shares under Rule 10b5-1 plans, 1-15 Oct 2026
- 2026-10-19Applied Digital
Form 4s: 3 insiders, purchases, one sale and RSU vest, 10-16 Oct 2026
- 2026-10-19Applied Digital
Form 4 cluster: 3 Applied Digital insiders report purchases and a sale, 13-16 Oct 2026
| Source | Cadence | Rows this month | Newest figure | Last fetch | Misses |
|---|---|---|---|---|---|
| Epoch AIIT power and H100-equivalents on the AI campuses Epoch AI tracks, as Epoch estimates them, captured daily so Epoch's revisions become our history | daily | 198 | 2026-10-22 | 2026-10-22 | 0 |
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